Internal ID: 1702967
Under limited supervision, uses specialized knowledge and skills obtained through experience, education and/or training to deliver complex specialized training. May lead defined work or projects of fundamental scope and complexity, as well as serve as a technical training advisor to others. May provide comprehensive solutions to complex problems or needs. Evaluates end results for established goals and objectives. Maintains extensive contact with internal customers to identify, research and resolve training issues. Develops and sponsors tactics to achieve strategic objectives across functional groups or business groups. Establishes operating policies for groups managed. Provides technical leadership for work teams in specialized functional or process areas. Develops and implements training programs, projects, or processes for a major segment of a complex function or a small diverse business.
Essential Duties and Responsibilities:
•Delivers, implements, and maintains learning programs and materials specific to training needs.
•Develops and implements additional training.
•Analyzes and develops training needs and creates and develops solutions.
•Participates in development programs to increase training support.
•Reviews performance and evaluates results achieved by subordinates.
•Interprets, applies, and recommends changes to organizational policies and procedures.
•Review of progress of assignment with senior management.
•Balances conflicting resources and priority demands.
•May coach and mentor new financial advisors.
•May coach and mentor branch associates.
•May coach branch managers.
•May provide feedback to branch managers on trainee progress during training class.
•Prepares and delivers written and oral presentations to various levels in the firm.
•Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities:
Advanced knowledge of:
•Concepts, principles and practices of the financial services industry.
•Adult learning theory.
•Working structure, policies, mission and strategies of the organization.
•Operational processes and procedures of assigned functional areas.
•Performance or actions necessary for trainees to build a business.
•Financial Markets and Products.
Advanced skill in:
•Utilizing training materials and learner information.
•Managing the learning environment delivering effective instruction.
•Responding to learner needs for clarification or feedback.
•Providing positive reinforcement and motivational incentives.
•Evaluating learner performance and reporting evaluation information.
•Use of various media and sophisticated classroom AV equipment.
•Operating standard office equipment and using required software applications.
•Communicate effectively, both orally and in writing.
•Work collaboratively within a team environment.
•Establish and maintain effective working relationships.
•Partner with other functional areas to accomplish objectives.
•May incorporate needs, wants, and goals from different business unit perspectives in training programs.
•Attend to detail while maintaining a big picture orientation.
•Read, interpret, analyze, and apply information from evaluations of training programs.
•Interpret and apply policies and identify and recommend changes as appropriate.
•Work under pressure on multiple projects concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
•Handle stressful situations and provide a high level of customer service in a calm and professional manner.
•Maintain currency in sales and industry issues, procedures, training techniques and methodologies.
Educational/Previous Experience Requirements:
•Bachelor’s degree (B.A.) in a related discipline and a minimum of three (3) years of successful experience in related specialty of assigned functional area and training experience in a financial services environment.
•An equivalent combination of experience, education, and/or training approved by Human Resources.
•Ability to obtain FINRA Series 7 License within six (6) months.
•Ability to obtain FINRA Series 9/10, and/or 24, and possible other licenses within two (2) years; depending on assigned functional area.
JobTraining and DevelopmentPrimary LocationUS-FL-St. Petersburg-Saint PetersburgOrganizationPrivate Client GroupScheduleFull-timeShiftDay JobTravelYes, 50 % of the Time